Stefan K.-Strategy & Transformation | Regulated Markets | Trading, Risk & Compliance
Check rate
Experience
Projectmanager
IMG
Consultant for Digitalisation, Process Optimisation and System Integration, working in direct coordination with the Managing Director.
Responsible for the operational steering of a digital transformation initiative focused on process analysis, system integration, automation and structured service processes. Translation of business requirements into practical solutions based on SmartBrix/Odoo and connected communication and third-party systems.
Key areas:
- Structuring and optimisation of property management and customer service processes
- Product Ownership and Business Analysis
- System integration across SmartBrix/Odoo, Microsoft 365, VoIP and WhatsApp Business
- Coordination of external software and technology providers
- Development of testing, approval and quality assurance processes
- Use of AI for process and knowledge support
- Documentation, governance and risk management
- Transparent reporting of project progress, risks and decision requirements to management
Advisor
AO Lounge
Consultant / Advisor for Digital Strategy, Product Development and Business Development in the development of a digital gaming platform.
Advising the founding team on business model development, product strategy, go-to-market, governance and investor readiness. Supporting the translation of market and user requirements into concrete product and platform initiatives.
Key areas:
- Product and platform strategy for AO Lounge
- Business model development and positioning
- Product Ownership and feature prioritisation
- Go-to-market and partnership strategy
- Preparation of investor materials and pitch decks
- Development of CRM, partner and data-room structures
- Governance and structuring of the company setup
- Interface between business, product, technology and external partners
Chairman of the Board
Cow Level AG
- Led board-level governance, strategy and organisational development
- Managed stakeholder environments and structured decision-making processes
- Supported tokenisation initiatives with BEKB and daura
- Oversaw organisational development in a regulated environment
Investor & Managing Director Switzerland
FiPME GmbH
- Built and scaled a regulated marketplace for digital assets
- Established compliance frameworks and passed regulatory audits
- Led platform development and operational setup
- Structured business models in a regulated environment
Project & Stakeholder Coordination
Gemeinde Risch
- Supported stakeholder coordination and local integration initiatives
Sabbatical | non-competition clause
Family
- Family leave combined with continued professional development
- Focus on regulatory, legal and technology trends
Head of Trading / Asset Manager
Rotter Invest AG | M-Group | CAM
- Managed trading activities and portfolio performance in regulated markets
- Led a trading team (2 traders, 1 administrative staff)
- Developed trading strategies and risk control frameworks
- Managed relationships with banks, brokers and international partners
Apprenticeship - Insurance & Investment Specialist
AXA
Insurance & Financial Services Trainee
Completed professional training in the insurance and financial services environment, gaining practical experience in client advisory, insurance products, investment-related topics and commercial processes.
Key areas:
- Client advisory and customer service
- Insurance and financial products
- Investment fundamentals
- Accounting and commercial processes
Industry experience
See where this freelancer has spent most of their professional time.
Experienced in Banking and Finance, Information Technology, Government and Administration, Insurance, and Real Estate.
Business area experience
See which departments and functions this freelancer has contributed to most.
Experienced in Finance, Investments and M&A, Information Technology, Legal, Operations, and Product Development.
Summary
I help organisations turn complex business requirements into practical, scalable solutions — particularly in regulated and transformation-driven environments.
My background combines digital transformation, process optimisation, governance and financial markets with hands-on experience in product development, system integration and operational implementation.
I have worked as Managing Director, Chairman of the Board, Head of Trading and transformation consultant, giving me experience across strategic decision-making, regulated operations and day-to-day execution.
Core areas of expertise include:
- Digital transformation and process optimisation
- Product ownership and business analysis
- Governance, risk and compliance
- System integration and workflow design
- Capital markets, trading and investment strategy
- Business model and organisational development
- AI-supported processes and automation
I am particularly effective in situations where business, technology, regulation and operations need to come together. I structure complex requirements, define priorities and decision frameworks, coordinate internal and external stakeholders, and support implementation through testing, governance and operational rollout.
Typical engagements include:
- Designing and improving end-to-end business processes
- Translating business requirements into digital workflows and system solutions
- Leading transformation and system-integration initiatives
- Structuring governance, risk and decision processes
- Supporting product and platform development
- Coordinating technology providers and specialist partners
- Developing and scaling business models in regulated environments
My approach is analytical, pragmatic and implementation-oriented: from understanding the business problem to building a solution that works in practice.
Skills
Digital Transformation And Process Optimisation With A Strong Focus On Translating Business Requirements Into Practical, Scalable Solutions.
Key Skills:
- Digital Transformation & Digital Strategy
- Process Analysis & Process Optimisation
- Product Ownership & Business Analysis
- System Integration & Workflow Design
- Governance, Risk & Compliance
- Stakeholder & Vendor Management
- Project & Transformation Management
- Business Model Development
- Ai-Supported Process Automation
- Financial Markets, Trading & Risk Management
- Investment & Risk Strategy
- Regulated Business Environments
Technologies & Platforms:
- Odoo / Smartbrix
- Microsoft 365 / Sharepoint / Onedrive
- Meta Whatsapp Business / Cloud Api
- Voip & Communication System Integration
- Openai / Generative Ai Tools
- Apis And System Integrations
- Bloomberg
- Reuters / Refinitiv
- Cqg / Trading Technologies
- R
What Distinguishes Me Is The Combination Of Strategic Thinking And Hands-On Implementation. I Can Analyse A Business Problem, Structure Processes And Requirements, Coordinate Technology And Specialist Partners, And Support Implementation Through Testing, Governance And Operational Rollout.
I Am Particularly Strong At The Interface Between Business, Technology, Processes And Regulation.
Languages
Education
Wirtschaftsschule Herrenhausen
Banking and Insurance · Hanover, Germany
Ferdinand-Braun-Schule Fulda
Mechanics · Fulda, Germany
Certifications & licenses
EU Cyber Resilience Act
Linux Foundation
Compliance Risk Management
IMF
Incubation Program
Tenity
Blockchain for Business
Linux Foundation
CFA Institute – Investment Foundations
ACI Diploma
AMLA
VQF | VSV | Polyreg
EEX, WTB & Eurex Trader
Statistics
Experience
Global experience
Expertise
Qualifications
Frequently asked questions
Have questions? Find more information here.
Stefan is based in Risch-Rotkreuz, Switzerland and can operate in on-site, hybrid, and remote work models.
Stefan speaks the following languages: German (Native), English (Advanced).
Stefan has at least 28 years of experience. During this time, Stefan has worked in at least 8 different roles and for 8 different companies. The average length of individual experience is 4 years and 6 months. Note that Stefan may not have shared all experience and actually has more experience.
Based on recent experience, Stefan would be well-suited for roles such as: Projectmanager, Advisor, Chairman of the Board.
Stefan's most recent position is Projectmanager at IMG.
In recent years, Stefan has worked for IMG, AO Lounge, Cow Level AG, and FiPME GmbH.
Stefan is most experienced in industries like Banking and Finance, Information Technology, and Government and Administration. Stefan also has some experience in Insurance and Real Estate.
Stefan is most experienced in business areas like Finance, Investments and M&A, and Information Technology. Stefan also has some experience in Legal, Operations, and Product Development.
Stefan has recently worked in industries like Banking and Finance, Information Technology, and Real Estate.
Stefan has recently worked in business areas like Information Technology, Legal, and Operations.
Stefan attended Wirtschaftsschule Herrenhausen for Banking and Insurance.
Stefan has 8 certificates. Among them, these include: EU Cyber Resilience Act, Compliance Risk Management, and Incubation Program.
Stefan will be available full-time from November 2026.
Daily rate distribution
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Average rates for similar positions
Rates are based on recent contracts and do not include FRATCH margin.
The average daily rate is the mean of all daily rates from recent contracts of comparable freelancers on our platform.
The median daily rate is the middle value of all daily rates — half of comparable freelancers charge less, half charge more. Unlike the average, it is barely affected by outliers.
Calculated based on our freelancers’ daily rates as of 26 Oct 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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